A smooth running relationship is based on a clear understanding of expectations. What you can expect from us:
prompt and courteous service
answers to your questions with knowledgeable and informed advice
regular consultation and review either by telephone, e-mail or in-person
personalized portfolio design
we will call you with bad news as well as good
an investment plan that reflects your current cisrcumstances and future objectives
What we expect from you:
you will communicate and ask us if you do not understand something
you will reach out to Parmis, Sheraton, or Regeza for administrative questions; Richard, Clara or James for investment and portfolio advice
you will let us know of changes to your needs, objectives or financial position
prompt and complete return of documentation required to maintain and manage your accounts